Financial Professional - Recensione dipendente - Financial Professional presso Equitable Advisors

5,0
15 giu 2018
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great backing and support from the company and the management team. EVPs and VPs will get in the trenches with new advisors to help them be as successful as they can be. From interviewing, and speaking with advisors at other companies - AXA by far has one of the most competitive training process and compensation structure. I also love the team dynamic with AXA. Even through everyone wants to be successful and is working to build their own business - everyone is willing to lend a hand to help expand our skills and knowledge by working together. When I was interviewing with several companies, one of the first things that stood out to me with AXA was they had multiple platforms for new advisors to launch from. If we have strong networks, we have tools to become the go-to advisor in those areas. On the other hand, many new professionals do not have a strong market to build from. AXA has another platform for these advisors so we can get in front of potential clients from day one! Overall, I'm so glad this is where I am today and looking forward to seeing where I can go!

Svantaggi

Not about AXA, but about the industry: This is a challenging and rewarding career. We are building a book of business, and have to be willing to put in the hard work and effort from day one to be successful. AXA has all of the tools and resources to help new advisors, but if we do not put in the work and time we can't fault anyone else but ourselves. If we do put in the effort, we can have a very rewarding career with unlimited potential!

Esplora altre recensioni su Equitable Advisors

5,0
2 lug 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Very fun work place and great work environment. Awesome incentive trips, great culture. Good management. Very motivational culture. Very lenient schedule depending on manager.

Svantaggi

Bad pay within first couple of years. Back paying salary through "recovered commissions". Not much support in terms of finding clients.

1,0
26 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Complete freedom to build your book of business anmd schedule.

Svantaggi

Horrendous place to start. Managers run their own practice and have little to no time to actually help you outside of your joint meetings so you're on your own. They only give you 2 options to get clients, cold calling or their retirement benefits group through schools. Basically the whole advising piece is to just to sell life insurance and annuities. The support staff is thin so you're kind of on your own with paperwork and compliance docs. They just genuinely offer you nothing. No help with covering costs (you pay for all your licensing and marketing materials), they even charge you for using the company laptop and fees for programs you will never use. They will mislead you about the commission payouts and you only really get something if you get them to buy an annuity or life insurance. If you also have a remaining balance of any fees when you leave, they will literally sending you threatening letters demanding the money and threaten you with claims court if you don't pay it back.

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